We are Financial Consultants based in Penn, a Buckinghamshire village. Our aim is to provide a very personal, holistic and customised service to our clients who are drawn from various backgrounds including small owner managed companies. We are specialists in advising trustees on investment and work closely with our clients appointed chartered tax consultants and solicitors to provide a complete solution to their financial needs.
» Investment Planning
» Retirement Planning
» Inheritance Tax Planning
» Employee Benefits
» Mortgages
» Protection
» Investing For Trusts
We start with a FREE initial meeting to capture your requirements. This is followed by a written communication to identify areas where we can help. A full report follows and an implementation plan is agreed with the client. A minimum six monthly review for every client is then agreed.
We are independent advisors and work with a range of products. We will make a recommendation based on your needs.
Call us at 01494 816 858 for a free initial interview now!